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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: LarryS who wrote (7052)	2/28/1998 8:19:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Could be something to do with it. However, IDTI can produce the C6 for a lot less than the K6 even if they were not having dificulties. The markets for uPs are bound to be robust at least for the next few quarters. If prices for PCs go down as most analysts anticipate, then new users are likely to be drawn into the market and new products will be created. I think the opportunities for the C6 family are excellent. This is a very challenging product area but it has tremendous growth and margin potential. IDTI is a low cost producer and they have much lower cost than AMD or NSM. On balance there are many worse problems that IDTI could be facing other than the problem of ramping production as fast as possible. That's the kind of problem most companies relish.